Zomi Wealthcast – Détails, épisodes et analyse

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Zomi Wealthcast

Zomi Wealth

Business & Entrepreneuriat

Fréquence : 1 épisode/38j. Total Éps: 9

Welcome to Zomi Wealthcast, your go-to podcast series for in-depth conversations with seasoned finance professionals.

In each episode, we explore emerging trends, innovative technology, and career-building insights within the financial services industry - perfect for aspiring advisers, industry veterans, and anyone curious about the fast-evolving world of finance. Tune in to discover practical tips, expert opinions, and real-world stories that can guide you towards smarter financial choices and greater career success.

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https://www.linkedin.com/in/sarahroughsedge/
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Zomi WealthCast Episode 9: Why Money Should Work for You, Not Control You with Peter Matthew

lundi 22 décembre 2025 • Durée 59:49

What if money was not the destination, but the tool?

In this episode of Zomi WealthCast, host Jordan is joined by Peter Matthew, Founder of Meaningful Money, Chartered Financial Planner, and Managing Director at Jacksons Wealth Management, for an open and thoughtful conversation about the role money plays in our lives. Drawing on decades of experience in financial planning and financial education, Peter shares insights on money habits, trust, simplicity, and long term thinking.

Together, they explore how people can build healthier relationships with money, reduce financial stress, and make decisions with greater confidence and clarity.

This episode is for anyone who wants to move beyond numbers and understand how money can support real life goals, values, and choices.

In this episode, you will hear about

Why money works best when it serves life rather than controls it
The habits that underpin long term financial wellbeing
Simplicity versus complexity in financial planning
Why preparation and structure can reduce financial stress
The importance of trust and perspective in financial decisions
How advisers add value in a world of information and DIY tools
The human side of money that often gets overlooked

🎧 Listen now on YouTube and on major podcast platforms including Spotify, Apple Podcasts, and Amazon Music.

Be sure to like, subscribe, and share to stay up to date with future episodes of Zomi WealthCast. Each episode brings expert conversations and practical insights to support better informed financial decisions.

📩 Sign up to our mailing list for early access to insights, events, and updates http://eepurl.com/i3a6wA

Stay connected with Zomi Wealth

Website: https://zomiwealth.com

YouTube: / @zomiwealth

Instagram: / zomiwealth

Facebook: / zomiwealth

X: / zomiwealth

LinkedIn: / zomi wealth

Disclaimer: The views shared in this podcast are for general information only and do not constitute personal financial or investment advice. All investments carry risk and may not be suitable for all individuals. Past performance is not indicative of future results. If you are unsure about the suitability of any financial decision, product, or service, please seek independent professional advice from a qualified financial adviser. The opinions expressed are those of the participants and do not represent official guidance or regulation.

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Zomi WealthCast Episode 8: Why Were We Never Taught Money with Anna Brading

lundi 17 novembre 2025 • Durée 58:25

What if the most important money lessons were the ones you never got at school?

In this episode, host Jordan speaks with Anna Brading, financial educator, author and founder of Mentora Money, about the money gap so many of us grew up with and how to rebuild confidence as adults.

From emergency funds and the principle of paying yourself first to mindset, habits and childhood money stories, Anna shares how simple systems and honest conversations can help you take control of your finances with more clarity and less shame. Together, they explore why financial literacy was missing for so many and what we can do about it now.

Inside this episode:

Why so many of us were never formally taught about money
The three Ms of money Mindset, Management and Multiplication
How childhood experiences with money shape adult financial habits
The power of paying yourself first and assigning every pound a job
Building an emergency fund and why it is more about discipline than glamour
Why women often doubt their investing ability and how confidence can grow quickly
How social media is changing financial education for the better and the risks to watch for
What true financial inclusion and jargon free education can look like

🎧 Listen now on Spotify, Apple Podcasts and Amazon Music.

Be sure to Like, Subscribe and Share to stay updated on the latest episodes of Zomi WealthCast. Each episode brings you expert interviews, real life money stories and practical insights to help you build financial confidence and make better informed decisions.

📩 Sign up for our mailing list to get early access to expert insights, events and more: http://eepurl.com/i3a6wA

Zomi WealthCast Episode 7: The Money Mindset of Modern Athletes with Emmelia Powell

lundi 20 octobre 2025 • Durée 41:34

What really happens when the final whistle blows?

In this episode, host Jordan speaks with Emmelia Powell, Independent Financial Adviser and co-director of Premier Wealth Solutions, about the financial and emotional journey that follows life in professional sport.

From the rush of sudden wealth to the silence that follows, Emmelia shares how empathy and planning help athletes, families and entrepreneurs navigate change with clarity and confidence. Together, they uncover the human side of money; what it feels like to rebuild, refocus and find purpose beyond the game.

💬 Inside this episode:

– Why 40% of footballers face financial struggles after retirement

– How financial advice can empower athletes and business owners

– Managing money, identity and purpose after professional sport

– The role of empathy in true financial planning

– Why building slowly and building right always pays off

🎧 Listen now on YouTube, Spotify, Apple Podcasts and Amazon Music.

Be sure to Like, Subscribe, and Share to stay updated on the latest episodes of Zomi Wealthcast. Each episode brings you expert interviews, career tips, and industry trends to help you thrive in the fast-evolving financial services sector.

📩 Sign up for our mailing list to get early access to expert insights, events, and more: http://eepurl.com/i3a6wA

Stay connected with Zomi Wealth:

Website: https://zomiwealth.com/

How to Support Women With Wealth | Sarah Roughsedge on Closing the Gender Gap in the UK

vendredi 19 septembre 2025 • Durée 40:55

In this episode of Zomi Wealthcast, we welcome Sarah Roughsedge, Founder of Eva Wealth Management for Women and a multi award winning Chartered Financial Planner and Certified Financial Coach. Drawing on a background in neuroscience, Sarah explains how mindset and behaviour shape every financial choice, and why tailored planning is essential for women across the UK.

We explore the advice gap and gender wealth gap, the role of coaching alongside regulated advice, and how to support clients through life transitions such as divorce, bereavement, retirement and sudden inheritance. Sarah shares practical ways to build confidence and clarity, and sets out a hopeful view of the profession where technology and AI handle the heavy lifting so advisers can focus on people.

What we cover

• Why the advice gap and gender wealth gap persist in the UK

• Neuroscience and behavioural finance in everyday planning

• Client journeys through grief, divorce, retirement and inheritance

• The difference between financial advice, financial planning and financial coaching

• Cash flow modelling, pensions and ISAs explained in plain English

• Building emotional intelligence and people skills in a technical profession

• How AI will reshape adviser workloads while improving client outcomes

• Getting client facing early and reading the room with confidence

Links

• Connect with Sarah Roughsedge on LinkedIn

• Explore Eva Wealth Management for Women

Zomi Wealthcast Episode 5: How To Motivate People About Money with Thomas Francis

mercredi 20 août 2025 • Durée 45:11

Looking to improve your personal finance in the UK? Struggling with savings, financial literacy, or wondering how to get help with money? In this episode of Zomi Wealthcast, we sit down with Thomas Francis, Head of Personal Finance at Octopus Money, to explore how financial advice and coaching are becoming more accessible than ever.

Thomas shares his journey from banking and traditional financial planning to leading innovative hybrid advice models that combine technology with human coaching. We unpack the UK’s persistent advice gap, why only a small percentage of people access regulated advice, and how new approaches can help millions of households build stronger financial futures.

This conversation touches on leadership, behavioural finance, the rise of digital and AI-driven solutions, and how to make financial education part of everyday life. Thomas also shares his vision for a future where every UK household has a clear financial plan.

What you will learn in this episode:

• Thomas’s path from credit risk analyst to Head of Personal Finance

• Why the advice gap exists and how to close it

• The power of combining financial coaching with regulated advice

• How Octopus Money’s hybrid model supports everyday people

• Practical insights into savings, money management, and financial planning in the UK

If you are looking to boost your financial literacy, understand your options for savings, or find new ways to get help with money, this episode is packed with insights you will not want to miss.

Be sure to Like, Subscribe, and Share to stay updated on the latest episodes of Zomi Wealthcast. Join us as we bring you more expert interviews, career tips, and industry trends, helping you thrive in the fast-evolving financial services sector.

Zomi Wealthcast Ep. 4: Reinventing Financial Advice | Adam Carolan on Building Plannex (formerly NextGen Planners)

jeudi 17 juillet 2025 • Durée 49:58

Welcome to Episode 4 of Zomi Wealthcast, hosted by Jordan Venter. In this episode, we’re joined by Adam Carolan, CEO of Plannex (formerly NextGen Planners), a dynamic platform transforming the financial planning profession.

Adam shares his journey from practising financial adviser to building one of the most forward-thinking finance communities in the UK. We explore the evolution of financial advice, the power of peer learning, the role of tech and AI in wealth management, and how to attract the next generation of advisers. Whether you're a financial professional, podcast listener, or curious about the future of finance, this episode delivers insight, strategy and motivation.

🎧 In this episode, you'll learn:

• How Adam built Plannex (formerly NextGen Planners) from scratch

• What makes a great financial adviser in 2025

• Why peer collaboration is reshaping financial education

• The impact of tech and AI on the advice model

• How to grow in a career in business finance and wealth

• The underrated skills today’s advisers need to thrive

• How purpose-driven leadership drives real change

This is a must-listen for anyone tuning into financial adviser podcasts, business-related podcasts, or looking for a financial education podcast that bridges modern thinking with real-world impact.

📩 Join the Zomi Wealth community for more insights, events and tools: http://eepurl.com/i3a6wA

🔗 Stay connected:

Zomi Wealthcast Episode 3: How Pieter Fourie Built a Top Global Fund | Sanlam Investments UK

vendredi 18 avril 2025 • Durée 01:14:28

Welcome to Episode 3 of Zomi Wealthcast, hosted by Jordan Venter. In this episode, we’re joined by Pieter Fourie, Head of Global Equities at Sanlam Investments UK and a 6-time Alpha-rated fund manager with a remarkable track record of consistent outperformance.

Pieter shares his journey from his academic upbringing in South Africa to managing a £1.5 billion global fund in London. He opens up about what it takes to lead a high-performing investment team, stay disciplined through volatile markets, and build long-term value by focusing on quality businesses. With humility and sharp insight, he breaks down his investment philosophy, his views on leadership, and why doing the right thing for clients always comes first.

In this episode you’ll learn about:

• What it takes to build and lead a top-performing global equity fund

• Pieter’s investment philosophy of “quality at the right price”

• Why long-term thinking and valuation discipline still win in today’s market

• How he manages risk, team culture, and investor trust

• The difference between active and passive investing, and why it matters

• The importance of mentorship, mindset, and staying grounded

• Real insight into market cycles, macro noise, and making conviction calls

Whether you're an investor, analyst, aspiring fund manager, or simply curious about how top performers think and operate, this episode is packed with clarity, practical wisdom, and behind-the-scenes perspective from one of the industry's most consistent leaders.

📩 Sign up for our mailing list to be the first to hear about upcoming events, expert insights, and more:

Zomi Wealthcast Episode 2: Breaking the Stigma Around Women in Finance

vendredi 28 mars 2025 • Durée 54:16

Welcome to Episode 2 of Zomi Wealthcast, hosted by Jordan Venter. In this eye-opening conversation, we are joined by Maria Langford, a Trainee Financial Planner who is passionate about inspiring the next generation, especially young women, to see financial planning for what it truly is. A purpose driven profession with the power to change lives.

Maria shares her honest journey into the industry, from doubting whether she belonged to finding her voice and mission in a space that is still vastly underrepresented by women. Along the way she breaks down common misconceptions, offers practical advice on studying for your diploma, and talks openly about failure, mindset, and overcoming imposter syndrome.

In this episode you will learn about:

• Why financial planning is not just about numbers, it is about people

• The challenges women face in entering a historically male dominated field

• Real talk on failing exams, staying motivated, and building confidence

• How empathy, listening, and communication are superpowers in this profession

• The growing demand for diverse voices in financial advice

• Why now is the perfect time for young professionals to enter the industry

• The urgent need for outreach, mentorship, and representation

Whether you are a student, career changer, or already in the field, this episode is packed with truth, encouragement, and actionable insight.

Be sure to Like, Subscribe, and Share to stay updated on the latest episodes of Zomi Wealthcast.

Join us as we bring you more expert interviews, career tips, and industry trends, helping you thrive in the fast-evolving financial services sector. 📩

Zomi Wealthcast Episode 1: Breaking into Financial Services Career

lundi 17 février 2025 • Durée 01:12:19

Welcome to the first episode of Zomi Wealthcast, hosted by Jordan Venter—an individual who is eager and inquisitive to learn all that there is in the financial services. In this kickoff interview, we’re joined by Charles Walker, Founder and CEO of Focus Selection, a top-tier financial services recruitment firm established in 2003. Drawing on 20+ years of industry expertise, Charles offers invaluable insights into building a successful career in wealth management, navigating regulatory changes, and mastering recruitment best practices.

In this episode, you’ll learn about:

Charles’s journey from the Air Force to launching his own recruitment company
How RDR and Consumer Duty transformed the financial advice landscape
Strategies for hiring and retaining top talent in today’s competitive market
The growing influence of AI and technology on financial services
The future of financial advisory careers—insights on M&A and generational wealth transfer
Key attributes firms look for in aspiring financial advisers and support staff
Whether you’re an aspiring financial adviser, a seasoned professional, or simply intrigued by the world of wealth management, this conversation is packed with actionable advice and forward-looking perspectives.

Be sure to Like, Subscribe, and Share to stay updated on the latest episodes of Zomi Wealthcast. Join us as we bring you more expert interviews, career tips, and industry trends—helping you thrive in the fast-evolving financial services sector.

📩 Sign up for our mailing list to be the first to hear about upcoming events, expert insights, and more: http://eepurl.com/i3a6wA

Stay connected with Zomi Wealth:

Website: https://zomiwealth.com/

YouTube channel: https://www.youtube.com/@ZomiWealth

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Zomi Wealthcast – Détails, épisodes et analyse

Détails du podcast

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